Data Entry Specialist Jobs-Work From Home (Remote) Job at Workoo Technologies, United States

NnUrNndwdFRBYTJ6Z21DTFpuUmxvZjdBL3c9PQ==
  • Workoo Technologies
  • United States

Job Description

About the job Data Entry Specialist Jobs-Work From Home (Remote)


Explanation:

The professional is in charge of performing day-to-day reconciliation/trade/transfer activities for Alternate Investments. The key deliverables include yet are not limited to processing trade buy and sell transactions in client accounts and also determining/ solving breathers identified in between TD Ameritrade and the fund companies or transfer representatives. This job likewise possesses duty for handling of Business Action Celebrations, settling/reconciling transactions task, as well as processing/reconciling returns task. The specialist may also be relied upon to perform research of complex/escalated problems, execute testing/validation of brand new technology enhancements and also supplier adjustments. The Specialist accomplishes jobs in Trading, Dividends, Transfers, Reconciliation, as well as Company Activities that directly influence the Client/Advisor account. An expert's failing to interpret or refine client purchases in a perfect fashion may bring about account weakening, client frustration, and/or liability for TDA. This task interacts primarily with Retail and also Institutional Service Teams via email, phone, Slack, Overview, and Salesforce. The task directly interacts along with and also represents TD Ameritrade Clearing up in our everyday partnerships along with fund firms, transmission agents, converse agencies, as well as other outside company companions. Obligations Evaluation • Evaluation of registration deals or transmission demands • Client/Advisor degree exemptions • Governing commitments (Examples: 2340 and also 15C3-3) • Getting Back Together of Profession, Dividend, and also Move Damages • Settlement all over BOS and Fund Business • Evaluation and also interpretation of proper tax obligation programming as well as corrections of tax coding Issue Fixing • Internal/External unit improvements or concerns • Origin of ruptures in between TDA, the Fund, etc • Giving process or modern technology service choices to Management • Remediating transactions concerns along with the Fund or Converse Firm Client or Business Partner Company • Answering service partner queries relating to Fund details requirements/eligibility • Delivering follow up on Alternative Expenditure moves to expedite the customer ask for or remediate not neat problems • Timely as well as correct conclusion of client exchanging and also reward asks for

Level Playing Field Employer Minorities/Women/Veterans/ Impaired.

The Provider is going to look at for employment qualified applicants along with apprehension and also sentence records.

Job Tags

Work from home,

Similar Jobs

NIP

Pyschology Internships Job at NIP

As an NIP Psychology Intern, responsibilities include:~conducting telephone and live intake interviews~seeing up to 10 patients (depending on patient availability)~attending a weekly 2.5 hour lecture series and weekly case seminar (along with social work interns and... 

Refresco

HR Business Partner Job at Refresco

Make a Difference in YOUR Career! Our vision is both simple and ambitious: to put our drinks on every table. We are the leading global independent beverage solutions provider. We serve a broad range of national and international retailers as well as Global, National...

Motion Recruitment

Project Coordinator Job at Motion Recruitment

 ...Job Description The ideal candidate will be responsible for working with the Project Manager to ensure the participation of cross-functional stakeholders in furthering project goals. With organization and prioritization skills, this candidate will organize the necessary... 

PCRecruiter - Recruitment Software & Applicant Tracking Syst...

Network Security Engineer (Washington) Job at PCRecruiter - Recruitment Software & Applicant Tracking Syst...

 ...VMSI is seeking a highly experienced Senior Network Security Engineer II to support the design, operation, and ongoing security of a large-scale federal network environment. This role will play a critical part in safeguarding the organizations infrastructure by monitoring... 

Summit Sky Consulting

Sales Client Representative - Fully Remote Job at Summit Sky Consulting

 ...Sky Consulting? Exceptional Earning Power: Control your income with our highly competitive and uncapped commission structure. Ultimate Flexibility: Design your own work schedule and operate entirely from home for personalized work-life balance. Pre-Qualified...